Contacts

Both products

What it is for

Contacts is the workspace's client base. Every person the company talks to (through an agent call, a WhatsApp message, a Meta form or an import) becomes a contact, with their company, tags, lists, assigned sales rep and everything that happened with them (opportunities, quotes, tickets and conversations).

It is also the source for prospecting campaigns: the lists and contacts you choose when launching a campaign come from here.

How to get there

Sidebar → Clients · app.growtek.io/en/clients/contacts

Clients groups four tabs: Contacts, Companies, Tags and Segments. Contacts is the one that opens by default.

tip

You can also create a contact from the Create → New contact button in the sidebar, or search for one from any screen with ⌘K (Mac) or Ctrl K (Windows/Linux).

The screen in detail

1. Key metrics (top): Clients (total and new in 30 days), Hot, Warm, Cold, No sales rep and Classified by AI. Clicking one filters the list.
2. Views panel (left):
   • All and My clients (the ones assigned to you).
   • Segments: rule-based groupings. The + creates a new one.
   • Lists: manual groupings. The + opens New list; No list shows the contacts that are not in any list.
   • To recover: provisional contacts created by an inbound channel (a WhatsApp number that wrote in, a Messenger account) that are not yet identified. The normal list hides them so it does not fill up with non-contactable records.
   • Trash: deleted contacts, which can be restored.
3. Top bar: search box (name, email or phone), Filters, the saved views menu (bookmark icon), the Table / Cards selector, Columns (table only), Export, Import and New contact.
4. List: in Table, one row per contact with checkboxes for bulk actions; in Cards, one card per contact with its actions menu.
5. Contact profile: opens when you click a contact (see The 360 profile).

note

A screenshot of this screen with the five areas numbered would help you get your bearings the first time. Meanwhile, go by the names in bold: they are the exact labels that appear in the app.

Statuses, qualification and channel

Field	Values
Status	Lead · Customer · Lost
Qualification	Hot · Warm · Cold
Channel	Meta Ads · Google Ads · Organic search · Referral · Email marketing · WhatsApp · Phone call · Event · Website · Organic social · Partner · Other

What you can do

Create a contact

1. Open Clients → Contacts and click New contact.
2. Personal step: fill in First name, Last name, Email, Mobile, Type and the location (Country, State / Department, City / municipality). Click Next.
3. Organization step: type Company and Role; optionally Industry and Company size. Click Next.
4. Identification step: optionally Type and ID number and Address. Click Next.
5. Additional step: add Internal notes, Tags, Sales stage, List and Assigned rep if applicable.
6. Click Create contact.

How to verify: the Contact created notice appears and the contact shows up in the list.

• First name, Last name, Email, Company and Role are required.
• Mobile is optional, but if you type it, it must be valid for the selected country code.
• If you choose NIT as the ID type, the verification digit is also requested.
• In the Additional step you can create a new list with New → Create and assign.

Search, filter and save views

1. Pick a group in the Views panel: All, My clients, a segment, a list, To recover or Trash.
2. Type in the search box (name, email or phone).
3. Click Filters to filter by Status, Qualification, Channel, Tags, Sales rep and Classified by AI.
4. To save the combination, open the saved views menu (bookmark icon) and click Save current view….
5. Enter a Name, check Share with the team if you want, and click Save.

• Clear filters removes all filters at once.
• With two or more tags in the filter, All tags appears, to require the contact to have all of them.
• Only people who can edit contacts can share a view with the team.

Keyboard shortcuts in the list

/ focuses the search box · j / k or the arrow keys move the selection · Enter opens the contact · Esc closes the panel.

Switch between table and cards and choose columns

• The Table / Cards selector changes the layout.
• In Table, Columns shows or hides Company, Tags, Qualification, Status, Sales rep, Lists, City, Channel and Created. Move up / Move down reorders them and Reset columns goes back to the original.
• The Client column is always shown. City, Channel and Created are hidden by default.
• Sort by clicking the Client, Company, Qualification, City or Created header.

A contact's 360 profile

Click a contact (or search for it with ⌘K / Ctrl K) to open its profile:

Tab	What it shows
Info	Contact details, organization, source, identification, the Classified by AI block, company, tags, segments, lists and notes.
Opportunities	Their opportunities. New opportunity creates one.
Relations	Their quotes, tickets and conversations.
Activity	The contact's event history.

At the bottom are Edit, Delete, Export data and Close, depending on your permissions. Export data downloads all the contact's information (opportunities, quotes, calls).

In Relations you only see the quotes, tickets and conversations you have access to.

Bulk actions

1. Switch to the Table view.
2. Check the contacts' boxes (or Select all on this page). A bar appears with the number selected.
3. Choose the action: Assign (a sales rep or Remove sales rep), Tag (Add tag / Remove tag), Lists (Add to list, Move to list, Remove from list), Export or Archive (sends them to the Trash).
4. Click Clear selection to finish.

• Maximum 100 contacts per action.
• It only applies to contacts you can see. If any fail, the notice says how many were updated and how many had errors.

Delete, restore or delete permanently

1. Open the contact's profile and click Delete.
2. Confirm with Move to trash.
3. To recover it, choose Trash in the Views panel and click Restore on the row: it goes back to the active list and to its lists.
4. To delete it forever, click Delete permanently, type the contact's email to confirm and click Delete permanently again.

danger

Delete permanently cannot be undone. Moving to the trash, on the other hand, is reversible.

Export

1. To export everything, leave the All view without filters. To export a subset, choose a view (segment, list, My clients…) or apply filters and search.
2. Click Export (download icon) in the top bar.

It downloads an .xlsx with what you are viewing, with a maximum of 10,000 rows and only with the contacts you have permission to see. To export a few specific contacts, select them in Table and use Export in the selection bar.

The exported file is also the import template: see Imports.

Lists, tags, segments and AI classification

Each one has its own page:

Lists

Group contacts by hand, by source.

Tags

Mark contacts and companies.

Segments

Group by rules, by interest.

AI classification

Review, revert and reclassify.

Required permissions

Action	Permission
View the module and export	contacts.read
View all contacts (not just your own)	contacts.viewAll
Create and import	contacts.create
Edit, assign, tag, move between lists and restore	contacts.update
Archive, delete permanently and Export data	contacts.delete
View lists / create, edit, delete them	contacts.readList / createList, updateList, deleteList
Create an opportunity from the profile	lead.create

Without contacts.viewAll you only see the contacts you created or that are assigned to you. The full table is in Roles and permissions.

Frequently asked questions

I can't find a contact who wrote in on WhatsApp. If they are not identified yet, they are in the To recover view.

I deleted a contact by mistake. If you sent it to the trash, restore it from Trash. If you deleted it permanently, it cannot be recovered.

Why doesn't the export include all my contacts? It respects the view, the filters and the search, goes up to 10,000 rows and only includes the contacts you can see.